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Upload documents that require acknowledgement

Follow these steps to add a document in Self Service that employees will need to acknowledge after viewing.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 5 months ago

Upload to all employees

  1. Go to Setup and click Content.

  2. Click Documents and select the Self Service folder.

  3. Click Add Document, add in a description and upload your file.

  4. Check the Requires Acknowledgement box and click Save.

Once the above is completed all employees will have this document in Self Service and will be prompted to acknowledge that they have viewed it.


Upload to a specific employee

You can also add a document only for one employee:

  1. Go to the employee's profile and click Documents.

  2. Click Document Upload.

  3. Enter the details, upload your file and select Show in Self Service.

  4. A new box will be displayed called Requires Acknowledgement, check the box and click Save.


Notification

πŸ“Œ Note: Creating a document this way will not send a notification to the employees to let them know that a document has been added that requires acknowledgement. This notification cannot be set up on the system and will need to be sent out to your employees manually via email.

However, it is possible to create a notification that will let line managers know when an employee has acknowledged a document:

  1. Go to Setup and click Settings.

  2. Click Notifications and then Add Notification.

  3. Add in a description and select Date from the Type field.

  4. Select DocumentAcknowledgement (Employment) from the Table field.

  5. Select Date from the Field dropdown list.

  6. Click Add Email and set up your notification.

  7. Click Save.

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